$1.8 Billion Credit Union Joins Financial Institution Focused Wealth Management FirmSAN DIEGO and PITTSBURGH, June 6, 2023 /PRNewswire/ -- CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of Clearview Federal Credit Union. Clearview serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania. Clearview joins CFS from LPL Financial."We're excited about the future of Clearview and CFS. It was important to us to partner with a broker-dealer that understands our vision of helping our members enjoy a better life and will empower us to deliver the solutions that exceed their needs," said Lisa Florian, President and CEO of Clearview.Costas Grekis, Clearview Vice President of Wealth Management, added, "As members' expectations evolve, we knew we needed the support of a wealth management firm with the industry experience and agility to adapt

Clearview Federal Credit Union, Pittsburgh's largest credit union, has partnered with Zogo, a leading financial technology company, to bring Zogo's gamified financial literacy app to its members.

Sagent, a fintech company modernizing mortgage and consumer loan servicing for America’s top banks and lenders, today announced a new seven-year partnership with Clearview Federal Credit Union to power its member and enterprise experience as Clearview brings its mortgage servicing in-house.